Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mary Johnson, Prominent Social Security Analyst, Announces Retirement
By John ManganaroShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 12, 2024
Citi to Cut 20,000 JobsIn all, Citigroup's firmwide headcount is set to decline by 60,000 jobs to 180,000 by the end of 2026.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
January 10, 2024
Barbara Eden to Help Market Life Insurance Policy AppraisalsThe 1960s icon will star in WeBuy75.com radio ads featuring the "I Dream of Jeannie" theme music.
January 09, 2024
Biden Renews Push to Make Julie Su Labor SecretaryShe has helped shape fiduciary standards and independent contractor efforts.